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John P. Stelman, CFP®, AIF®

Stelman & Associates, LLC

1520 S Lapeer Rd
Ste 109
Lake Orion, MI 48360
Phone: (248) 693-3430
Fax: (248) 693-3959

Toll-free: (800) 258-9570

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.